Estate Planning for Business Owners
$1,597 USD
Â
Finally, Estate Planning That Actually Makes Sense
Â
You’ve built a business and a life, shouldered responsibility for family and employees, and made decisions that impact more than just yourself. Still, estate planning is often delayed—not because it isn’t important, but because it feels overwhelming, emotional, or easy to put off.
This program exists to make it clear, manageable, and finally done.
Why This Matters More Than You Think
Without a clear estate plan, decisions about your finances, business, and personal care may be left to courts, default rules, or people you would not have chosen. Even short periods of incapacity can create disruption, delay, and unnecessary stress—especially for business owners.
This program helps you replace uncertainty with clarity by clearly identifying who can act on your behalf, how decisions are made, and what happens when you’re no longer able to act personally.
Estate planning isn’t about expecting the worst. It’s about making sure the life and business you’ve built are protected.
What This Program Includes
What Makes This Program Different
What You’ll Walk Away With
A clear, step‑by‑step coaching structure that walks you through decisions, document review, and final readiness—so nothing is rushed, overlooked, or misunderstood.
A professionally drafted Will, Medical Directive, and Durable Power of Attorney that are designed to work together as a single, cohesive plan—not disconnected forms.
Special focus on authority and continuity during incapacity, helping ensure financial and business matters can continue without delay, confusion, or court involvement.
Â
I’m Joshua L. Swain, a Texas attorney and advisor focused on helping small business owners bring structure, clarity, and predictability to complex legal decisions.
My work centers on foundational planning done well—without unnecessary complexity, fear‑based tactics, or cookie‑cutter solutions. This program reflects how I work with clients one‑on‑one: guided, intentional, and focused on real‑world function.
Â
You May Also Like
LLC Founder's Blueprint (Texas)
LLC Founder’s Blueprint (Texas) is a premium, concierge‑style formation experience for solo founders who want their Texas single‑member LLC set up with clarity, structure, and confidence—not guesswork. Through three private virtual sessions, you’re personally guided through key formation decisions, collaborate on a detailed review of drafted documents, and receive a complete, file‑ready LLC formation packet, including the Certificate of Formation, Company Agreement, EIN application details, and initial resolutions. The program is designed to give you more than a filing—it provides a professional, organized foundation and a clear path forward so you can operate your business with confidence from day one.
